About The Position

Review and assist Everence Medicare Supplement members with Medicare Part D.

Requirements

Experience or interest in working and communicating with members 65+ years of age
Strong service orientation
Accuracy and attention to detail
Excellent overall verbal and written communication skills
Experience working purposefully to accommodate a busy schedule
Ability to keep absolute confidentiality of client information
Ability to use objective and subjective information to help members make plan choices
Comfortable using a computer and doing data input

Familiarity with medication names and medical terminology is preferred, but not required
Basic knowledge of how Medicare works is preferred, but not required
Alignment in supporting the Everence mission of empowering financial well-being for faith-inspired living

Develop and maintain a strong understanding of Medicare Part D prescription drug plans and apply this knowledge when evaluating plan options for members.
Utilize the Medicare Planfinder web tool to assist members in selecting an appropriate Medicare Part D prescription drug plan.
Schedule and meet with members via phone or Microsoft Teams to discuss recommended prescription drug plans and help them assess a final plan choice selection.
Contact members to request additional information and follow-up.
Audit Medicare Part D Data entry forms and documents to ensure accuracy.
Document member interactions and plan details using the customer relationship management system (CRM) and documents system (OnBase).
Collaborate with field offices to support member needs and ensure coordinated service.
Other tasks as needed.